Jeffrey G Zorn
Financial Representative|CLU®, ChFC®
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Associations and Memberships
National Association of Insurance and Financial Advisors since 1989. Click here for a link to the NAIFA.
Education
Union College - Liberal Education (Bachelor of Arts)
American College of Financial Services - Professional Designations
- CLU® - Chartered Life Underwriter
- ChFC® - Chartered Financial Consultant
Personal
Jeff Zorn is a resident of Somers, New York. He lives with his wife Trudy and their two children, Justin and Casey.
Jeff attended Union College in Schenectady, New York.
Jeff Zorn enjoys running, biking and hiking. He has completed a 1/2 ironman and continues to train for his next adventure. He has summited the highest peak on three continents, including Aconcagua in South America, Denali in North America and Kilimanjaro in Africa.
Jeff SCUBA dives, and is a member of NAUI Worldwide and PADI Diving Society.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
American Kidney Fund Climb
Jeff teamed with friend, Justin Condon - as part of a fundraiser for the American Kidney Fund - in a climb of Aconcagua, 22,838', the highest point in the southern hemisphere. The AKF give assistance to dialysis patients around the country, provide education and lead advocacy efforts to help millions of people. The team of Jeff and Justin have received numerous donations sponsoring them in their climb in support of the American Kidney Fund. If you would like to join the fight you may contribute through the link below.
Climb for Sight
Jeff was one of 12 people from across the US - as part of Climb for Sight - to ascend the awe-inspiring, 19,340 foot Mt. Kilimanjaro to raise funds for the treatment of children at the Pescatore Eye clinics in Guatemala. During the next three years, the Pescatore Eye Clinics hope to eliminate all avoidable forms of childhood blindness from the poorest regions of Guatemala. Currently, 1 million children under the age of 14 live in these regions. Jeff received numerous donations, sponsoring him as a member of the Climb for Sight team. Please feel free to email or call Jeff for information about this spectacular endeavor.
Here are my areas of expertise
Here are my Areas of Expertise along with those listed below -
- Advisory Services
- Business Employee & Executive Benefits Planning
- Business Planning
- Business Planning & Succession
- Business Risk Management
- Charitable Planning
- Disability Planning for Physicians & Dentists
- Investment Planning & Strategies
- Long Term Care Planning
- Planning for Special Needs
- Qualified Plan Benchmarking
- Qualified Plan Design Assistance
- Qualified Plan Employee Education
- Qualified Plan Fiduciary Education
- Tax-Efficient Strategies
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
